OSBORNE CONSTRUCTION COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES
| Measure | Date | Value |
|---|
| 2023 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $2,354,131 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $2,361,334 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $2,307,390 |
| Total plan assets at end of year | 2023-12-31 | $658,368 |
| Total plan assets at beginning of year | 2023-12-31 | $665,571 |
| Total contributions received or receivable from participants | 2023-12-31 | $257,590 |
| Net income (gross income less expenses) | 2023-12-31 | $-7,203 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $658,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $665,571 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $2,096,541 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $53,944 |
| 2022 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $473,375 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $587,104 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $576,634 |
| Total plan assets at end of year | 2022-12-31 | $665,571 |
| Total plan assets at beginning of year | 2022-12-31 | $779,300 |
| Total contributions received or receivable from participants | 2022-12-31 | $20,800 |
| Net income (gross income less expenses) | 2022-12-31 | $-113,729 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $665,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $779,300 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $452,575 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $10,470 |
| 2021 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $158,345 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $81,167 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $72,782 |
| Total plan assets at end of year | 2021-12-31 | $779,300 |
| Total plan assets at beginning of year | 2021-12-31 | $702,122 |
| Total contributions received or receivable from participants | 2021-12-31 | $5,374 |
| Net income (gross income less expenses) | 2021-12-31 | $77,178 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $779,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $702,122 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $152,971 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $8,385 |
| 2020 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $149,650 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $133,709 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $131,379 |
| Total plan assets at end of year | 2020-12-31 | $702,122 |
| Total plan assets at beginning of year | 2020-12-31 | $686,181 |
| Total contributions received or receivable from participants | 2020-12-31 | $4,517 |
| Other income received | 2020-12-31 | $1,113 |
| Net income (gross income less expenses) | 2020-12-31 | $15,941 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $702,122 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $686,181 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $144,020 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,330 |
| 2019 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $245,209 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $191,155 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $172,264 |
| Total plan assets at end of year | 2019-12-31 | $686,181 |
| Total plan assets at beginning of year | 2019-12-31 | $632,127 |
| Total contributions received or receivable from participants | 2019-12-31 | $7,591 |
| Net income (gross income less expenses) | 2019-12-31 | $54,054 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $686,181 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $632,127 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $237,618 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $18,891 |
| 2018 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $294,529 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $109,939 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $109,589 |
| Total plan assets at end of year | 2018-12-31 | $632,127 |
| Total plan assets at beginning of year | 2018-12-31 | $447,537 |
| Total contributions received or receivable from participants | 2018-12-31 | $13,878 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $350 |
| Net income (gross income less expenses) | 2018-12-31 | $184,590 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $632,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $447,537 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $280,651 |
| 2017 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $158,075 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $142,905 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $120,894 |
| Total plan assets at end of year | 2017-12-31 | $447,537 |
| Total plan assets at beginning of year | 2017-12-31 | $432,367 |
| Total contributions received or receivable from participants | 2017-12-31 | $14,359 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $625 |
| Other income received | 2017-12-31 | $103 |
| Net income (gross income less expenses) | 2017-12-31 | $15,170 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $447,537 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $432,367 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $143,613 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $21,386 |
| 2016 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $242,628 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $96,521 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $82,388 |
| Total plan assets at end of year | 2016-12-31 | $432,367 |
| Total plan assets at beginning of year | 2016-12-31 | $286,260 |
| Total contributions received or receivable from participants | 2016-12-31 | $28,405 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $70 |
| Other income received | 2016-12-31 | $47 |
| Net income (gross income less expenses) | 2016-12-31 | $146,107 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $432,367 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $286,260 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $214,176 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,063 |
| 2015 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $140,155 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $208,280 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $188,945 |
| Total plan assets at end of year | 2015-12-31 | $286,260 |
| Total plan assets at beginning of year | 2015-12-31 | $354,385 |
| Total contributions received or receivable from participants | 2015-12-31 | $9,420 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $675 |
| Other income received | 2015-12-31 | $70 |
| Net income (gross income less expenses) | 2015-12-31 | $-68,125 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $286,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $354,385 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $130,665 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $18,660 |
| 2014 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $492,710 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $319,245 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $292,373 |
| Total plan assets at end of year | 2014-12-31 | $354,385 |
| Total plan assets at beginning of year | 2014-12-31 | $180,920 |
| Total contributions received or receivable from participants | 2014-12-31 | $40,405 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $872 |
| Other income received | 2014-12-31 | $31 |
| Net income (gross income less expenses) | 2014-12-31 | $173,465 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $354,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $180,920 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $452,274 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $26,000 |
| 2013 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $521,242 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $722,070 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $676,793 |
| Total plan assets at end of year | 2013-12-31 | $180,920 |
| Total plan assets at beginning of year | 2013-12-31 | $381,748 |
| Total contributions received or receivable from participants | 2013-12-31 | $21,932 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $6,745 |
| Other income received | 2013-12-31 | $74 |
| Net income (gross income less expenses) | 2013-12-31 | $-200,828 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $180,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $381,748 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $499,236 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $38,532 |
| 2012 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $840,182 |
| Total of all expenses incurred | 2012-12-31 | $1,103,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,013,850 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $839,972 |
| Value of total assets at end of year | 2012-12-31 | $381,748 |
| Value of total assets at beginning of year | 2012-12-31 | $644,814 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $89,398 |
| Total interest from all sources | 2012-12-31 | $210 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $31,664 |
| Administrative expenses (other) incurred | 2012-12-31 | $89,398 |
| Total non interest bearing cash at end of year | 2012-12-31 | $30,228 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $78,504 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-263,066 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $381,748 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $644,814 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $351,520 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $566,310 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $566,310 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $210 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $221,254 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $808,308 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $792,596 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | CLIFTON LARSON ALLEN LLP |
| Accountancy firm EIN | 2012-12-31 | 410746749 |
| 2011 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,149,426 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,178,824 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,167,610 |
| Total plan assets at end of year | 2011-12-31 | $644,815 |
| Total plan assets at beginning of year | 2011-12-31 | $674,213 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $21,325 |
| Other income received | 2011-12-31 | $447 |
| Net income (gross income less expenses) | 2011-12-31 | $-29,398 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $644,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $674,213 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $1,127,654 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $11,214 |
| 2010 : OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,036,070 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $565,889 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $555,281 |
| Total plan assets at end of year | 2010-12-31 | $674,213 |
| Total plan assets at beginning of year | 2010-12-31 | $204,032 |
| Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $49,819 |
| Other income received | 2010-12-31 | $455 |
| Net income (gross income less expenses) | 2010-12-31 | $470,181 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $674,213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $204,032 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $985,796 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10,608 |
| 2023: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| CASCADE CENTERS INC. (National Association of Insurance Commissioners NAIC id number: 62133 ) |
| Policy contract number | EAP |
| Policy instance | 4 |
| Insurance contract or identification number | EAP | | Number of Individuals Covered | 96 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,222 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 956033 |
| Policy instance | 3 |
| Insurance contract or identification number | 956033 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,824 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 2 |
| Insurance contract or identification number | 235168 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $565 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $38,404 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL17663 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $3,375 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $337,513 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL17663 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $52,739 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CASCADE CENTERS INC. (National Association of Insurance Commissioners NAIC id number: 62133 ) |
| Policy contract number | EAP |
| Policy instance | 2 |
| Insurance contract or identification number | EAP | | Number of Individuals Covered | 12 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $415 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 1 |
| Insurance contract or identification number | 235168 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $75 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,642 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CASCADE CENTERS INC. (National Association of Insurance Commissioners NAIC id number: 62133 ) |
| Policy contract number | EAP |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 2 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 3 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 2 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 1 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 1 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 1 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 2 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 1 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 2 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 3 |
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | K1900821 |
| Policy instance | 2 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 235168 |
| Policy instance | 3 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 1 |
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5462033 |
| Policy instance | 2 |
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | K1900821 |
| Policy instance | 3 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 1 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL17663 |
| Policy instance | 2 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1009695 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1009695 |
| Policy instance | 3 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 803731 |
| Policy instance | 1 |
| BENEFIT MD (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | OSBORN1 |
| Policy instance | 2 |
